WP

Westmount Partners Portfolio holdings

AUM $406M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$410K
3
+$348K
4
MSTR icon
Strategy Inc
MSTR
+$331K
5
MELI icon
Mercado Libre
MELI
+$250K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$947K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$870K

Sector Composition

1 Technology 31.23%
2 Financials 7.75%
3 Healthcare 6.85%
4 Communication Services 5.45%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$419K 0.11%
24,562
+117
152
$418K 0.11%
4,640
+2
153
$418K 0.11%
1,118
154
$410K 0.11%
13,246
-509
155
$401K 0.1%
2,844
+13
156
$397K 0.1%
11,340
-50
157
$397K 0.1%
40,208
-33,038
158
$397K 0.1%
2,929
159
$397K 0.1%
1,554
160
$397K 0.1%
747
-10
161
$387K 0.1%
13,277
162
$387K 0.1%
1,100
163
$376K 0.1%
5,064
-101
164
$375K 0.1%
1,750
+25
165
$369K 0.1%
7,038
-1,096
166
$366K 0.09%
5,513
-192
167
$364K 0.09%
9,068
+2
168
$361K 0.09%
2,527
169
$361K 0.09%
459
+1
170
$360K 0.09%
3,240
171
$360K 0.09%
1,033
-24
172
$359K 0.09%
9,991
-2,153
173
$357K 0.09%
+5,353
174
$355K 0.09%
585
-184
175
$347K 0.09%
15,000
5 6
7
8 9